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Almost finished online version, want to switch to app for Mac version. I have entered billing information. How can I do the switch?

Forum|Forum|7 years ago
June 3, 2019
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And will I be able to import what I've already entered online into the app?

TurboTax Self Employed Online

Best answer by AnthonyC

Yes, you can use the instructions below when you are ready. Now, this assumes by app you mean the CD/download version of TurboTax that you will install onto your computer, which is what I think you are referring to. If you mean a mobile app for an Iphone, then that would be the same as your online account and you will be prompted to log into the app and use your online account.

Also, when you say that you have entered billing information, if that means that you have already purchased the online product, then you will need to contact phone support and inquire about getting a download. Otherwise, you will wind up paying twice - for the online and for the download. You can contact phone support though this link here

When you have the 2016 online return started, follow the steps below to transfer to desktop -

Log into your TurboTax Online Account and select Take Me to My Return
In the blue banner at the top, click on My Account and select Tools from the dropdown menu
In the small box that populates, click on Save your 2016 return to your Computer (try to save to an easy-to-find location such as My Documents or Desktop)
This will download a .tax2016 file to your computer - make note of where that file is saved to on your computer
Sign out of TurboTax Online and, if you haven't done so already, install TurboTax 2016 CD/Download. Windows | Mac
Important: If you Online return already contains one or more states, you must install those states in your desktop program also; otherwise, you will receive errors when you attempt to open your return
Once installed, choose File > Open Tax Return.
Browse to where you saved the .tax2016 file in step 3, select it, and then click Open.
Choose File > Save.
(Optional) Once you are satisfied that your online returns transferred over properly, you can clear your Online return. Note: This will remove your data online, so I would recommend waiting until you have at least filed your return before clearing any online data, but the choice is yours.

Now, you should have your 2016 return on your computer and can continue to use the desktop software program to finish your return.

A

AnthonyCAnswer

Employee

Yes, you can use the instructions below when you are ready. Now, this assumes by app you mean the CD/download version of TurboTax that you will install onto your computer, which is what I think you are referring to. If you mean a mobile app for an Iphone, then that would be the same as your online account and you will be prompted to log into the app and use your online account.

Also, when you say that you have entered billing information, if that means that you have already purchased the online product, then you will need to contact phone support and inquire about getting a download. Otherwise, you will wind up paying twice - for the online and for the download. You can contact phone support though this link here

When you have the 2016 online return started, follow the steps below to transfer to desktop -

Log into your TurboTax Online Account and select Take Me to My Return
In the blue banner at the top, click on My Account and select Tools from the dropdown menu
In the small box that populates, click on Save your 2016 return to your Computer (try to save to an easy-to-find location such as My Documents or Desktop)
This will download a .tax2016 file to your computer - make note of where that file is saved to on your computer
Sign out of TurboTax Online and, if you haven't done so already, install TurboTax 2016 CD/Download. Windows | Mac
Important: If you Online return already contains one or more states, you must install those states in your desktop program also; otherwise, you will receive errors when you attempt to open your return
Once installed, choose File > Open Tax Return.
Browse to where you saved the .tax2016 file in step 3, select it, and then click Open.
Choose File > Save.
(Optional) Once you are satisfied that your online returns transferred over properly, you can clear your Online return. Note: This will remove your data online, so I would recommend waiting until you have at least filed your return before clearing any online data, but the choice is yours.